Archive - 51 Insights

134: Goldman invests in Layer 1

Hey, it’s Marc.

Jul 4 •

and

Stocks will be tokenized

Robinhood tokenizes 200+ US stocks. This isn't just a feature; it’s a platform transition.

Jul 3 •

and

June 2025

133: Kraken vs. Paypal

Hey, it’s Marc.

Jun 27 •

and

JP Morgan's Stablecoin

JPMorgan just put real bank money on a public blockchain

Jun 26 •

and

132: J.P. Morgan launches a stablecoin (sort of)

Hey, it’s Marc.

Jun 20 •

and

Stripe's Endgame

How Stripe is building the world's first unified fiat-crypto payment stack at scale.

Jun 19 •

and

131: Stripe x Shopify x Privy =

Hey, it’s Marc.

Jun 13 •

and

Stripe just locked down the entire crypto stack

acquires crypto wallet leader Privy with 75M+ accounts.

Jun 11 •

Tether is not a stablecoin company

It’s quietly building the monetary operating system of the Internet.

Jun 10 •

and

130: Circle IPOs, Jamie bends and Wall Street buys in

Hey, it’s Marc.

Jun 7 •

and

Circle's IPO is more than an IPO

Circle's $18B IPO just changed everything.

Jun 6 •

Google kills the checkout

Why this is the beginning of the end for e-commerce as we know it.

Jun 3 •

and

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